Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Clearbridge Appreciation IS Mutual Fund in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | D & D GEAR, INC. D & D GEAR, INC. 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 238 | $30.6M | $1.8M |
| 2 | BYRNE DAIRY, INC. BYRNE DAIRY, INC. AND SONBYRNE SALES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE NY | 1,869 | $38.3M | $415K |
| 3 | FMI AEROSTRUCTURES, LLC FMI MACHINING, LLC 401(K) PLAN |
VALENCIA CA |
| 172 |
| $7.4M |
| $100K |
